As a Regional Sales Manager within the West Region team, you will act as a strategic partner to our 5 Markets in the West Region. You will be responsible for driving operational excellence, enabling business strategy execution, and managing front-to-back processes across the region.

You will collaborate closely with senior stakeholders across the West to the execute strategic initiatives including integration programs, regulatory deliverables, and business transformation.

Ke...

Are you truly service oriented? Do you know how to take care of people? Can you anticipate next steps?
A Client Associate services clients and provides operational and administrative support to Financial Advisors.

Detailed salary information:
• Los Angeles Branch: the salary range for this role is $55000 to $70000
The expected salary range(s) for this role as of the date of this posting is/are based on factors including, but not limited to, experience, qualificati...

Are you truly service oriented? Do you know how to take care of people? Can you anticipate next steps?
A Client Associate services clients and provides operational and administrative support to Financial Advisors. This role requires the employee to be fully registered. Must have at least 5 years of industry experience.

We’re looking for a Registered Client Service Associate to:

• keep management systems up-to-date with client information
• educate clients on account...

• Client Management: Supporting consultants in managing relationships with institutional clients, including coordinating meetings, responding to inquiries, and ensuring smooth communication.
• Report Preparation: Assisting with the preparation of client reports, presentations, and other materials that support the consulting team's work.
• Administrative Support: Handling general administrative tasks like scheduling, managing email correspondence, and maintaining client databases. <...